Job
Description
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporationsandtheiremployees.Ourconsumerbusiness providesdigitalsolutions forcustomerstobetter spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data anddesign. Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Liaise with PWM teams to support clients Facilitate initial onboarding of client relationshipsand subsequent account maintenance Participate in ongoing monitoring of client relationships including the rolling review of clients and accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Review and understand policy requirements, internally source documentation, prepare client reach-out requests for PWM teams to review, raise any internal actions required and liaise with broader PWM teams to fully close out cases Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates, and the ability to manage multiple tasks and to problem solve effectively Our Wealth Service Specialist support all aspects of our business from an operational perspective and work closely with PWM teams to service our clients. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service orientation are essential to maintaining and enhancing our business. Basic Qualifications Four-year degree or higher in Management, Finance, Accounting orEconomics. Indepth understandingofProcesses andProceduresforclienton-boarding,accountmaintenance, and accountfunding. Acquaintance with different financial instruments (Stocks,Options,FixedIncome,Debt) Priorexperienceinwealthmanagementoperationsorinvestmentprocessimplementation isa plus. Excellent organizationalskills. Superior written and verbal communicationskills. Ability to maintain a high level ofconfidentiality Enthusiastic and positive approach to problem-solving and clientservice. Proven track record with cross training, task-sharing and mutually supportiveteamwork. Innovative thought processes and pro-active time management and task completionfollow-through.
